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Broadcom
AVGO

Overview Fund Activity

1,713 hedge funds and large institutions have $159B invested in Broadcom in 2021 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 865 increasing their positions, 523 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
+31
Holders Change %
+1.84%
% of All Funds
29.91%
Holding in Top 10
77
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.41%
% of All Funds
1.34%
New
128
Increased
865
Reduced
523
Closed
75
Calls
$2.54B
Puts
$4.1B
Net Calls
-$1.56B
Net Calls Change
-$231M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$337M
2
UBS Group
UBS Group
Switzerland
+$220M
3
N
Natixis
France
+$217M
4
Charles Schwab
Charles Schwab
California
+$212M
5
Invesco
Invesco
Georgia
+$197M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.38B
2
FP
Financial Perspectives
Minnesota
-$509M
3
GQG Partners
GQG Partners
Florida
-$371M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$349M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAMS
1001
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.16M +$97.3K +2,040 +9%
EGM
1002
Engineers Gate Manager
New York
$1.16M -$12.6M -264,660 -92%
TIA
1003
Trust Investment Advisors
Indiana
$1.16M +$29.6K +620 +3%
KPW
1004
Kore Private Wealth
New York
$1.15M +$204K +4,270 +22%
IWC
1005
Integrated Wealth Concepts
Massachusetts
$1.15M +$17.6K +370 +2%
LSAG
1006
Lake Street Advisors Group
New Hampshire
$1.14M +$36.8K +760 +3%
WANY
1007
Wealthspire Advisors (New York)
New York
$1.14M -$3.28M -68,750 -74%
SAM
1008
Sabadell Asset Management
Spain
$1.14M +$1.14M +23,920 New
AWE
1009
Avidian Wealth Enterprises
Texas
$1.14M +$73.4K +1,540 +7%
EWM
1010
Evercore Wealth Management
New York
$1.14M -$29.6K -620 -3%
LCP
1011
Legacy Capital Partners
Wisconsin
$1.14M +$153K +3,200 +15%
WPA
1012
West Paces Advisors
Georgia
$1.12M -$31.5K -660 -3%
LWAC
1013
Laurel Wealth Advisors (California)
California
$1.12M -$15.3K -320 -1%
EP
1014
Eudaimonia Partners
Tennessee
$1.12M +$63K +1,320 +6%
AIC
1015
Archer Investment Corporation
Indiana
$1.12M – – –
EDRH
1016
Edmond de Rothschild Holding
Switzerland
$1.11M -$1.61M -33,760 -59%
OIM
1017
Orca Investment Management
Oregon
$1.11M +$113K +2,360 +11%
FP
1018
Financial Perspectives
Minnesota
$1.11M -$509M -10,670,240 -100%
SIM
1019
Sentry Investment Management
Wisconsin
$1.11M -$866K -18,160 -44%
TFS
1020
TrustCore Financial Services
Tennessee
$1.11M +$41.5K +870 +4%
BC
1021
Bridgefront Capital
Texas
$1.11M +$1.11M +23,180 New
CIM
1022
CIM Investment Management
Pennsylvania
$1.1M -$35.3K -740 -3%
RWM
1023
Ritholtz Wealth Management
New York
$1.09M +$204K +4,280 +23%
PG
1024
Patten Group
Tennessee
$1.09M +$213K +4,460 +24%
PWM
1025
PRW Wealth Management
Massachusetts
$1.09M +$1.09M +22,890 New
39 40
41
42 43